Disability Claims Assessor

Old Mutual; Wes-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking a skilled Disability Claims Manager in South Africa's Wes-Kaap region. The role requires assessing and managing disability claims, providing client training and insights on claim trends, and ensuring compliance with regulations. Candidates should possess a completed medical/allied health degree and at least 2 years of clinical experience, preferably in disability claims assessment. Strong communication skills and proficiency in MS Office are essential for success in this position.

Qualifications

• Minimum 2 years clinical experience required.
• Experience in Financial Service Industry is advantageous.
• Disability Claims assessment experience highly advantageous.

Responsibilities

• Assess disability claims based on contractual guidelines.
• Manage a portfolio of clients and provide insights on claims trends.
• Collaborate with corporate teams to identify risk parameters.

Skills

Analytical Reasoning

Clinical Practice

Communication

Problem Solving

Professional Presentation

Regulatory Compliance

Written Communication

Education

Completed medical / allied health Degree

Grade 12/Matric

Tools

MS Office programmes (Word, PowerPoint, Excel)

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Role Overview

The role involves assessing and managing disability claims in line with product and contractual guidelines, ensuring holistic evaluations based on medical, occupational, and other relevant information. The successful candidate will oversee a portfolio of clients, providing training, education, and insights on claims trends, while maintaining strong relationships through proactive support. Additionally, responsibilities include optimizing processes, collaborating with corporate teams, managing organizational risks, ensuring regulatory and operational compliance, and fostering personal capability development through continuous learning and industry engagement.

Key Result Areas

• Assess disability claims according to product and contractual guidelines Performing an holistic assessment of disability claims, based on medical, occupational and other information received, and applying contractual terms and conditions to determine the validity of each claim.
• Management of claims in payment Optimal and timeous management of income protection portfolio of claims in payment, which encompasses reviews, return to work planning, case management and termination of benefits.
• Manage a portfolio of clients Manage a portfolio of clients by providing training, education, and presentations on claims trends. Deliver regular reports and insights while handling client enquiries efficiently. Build strong relationships through proactive support and effective communication.
• Process optimization Ongoing process optimisation & improvements within the team with a focus on implementing best practice and keeping up with industry changes and trends
• Communication & Collaboration Collaborates effectively with others to achieve team goals. Regular engagement with Corporate teams, providing feedback to relevant teams on claims trends. Verbal and written client communication is a daily requirement.
• Organizational Risk Management Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
• Regulatory and Compliance Management Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
• Operational Compliance Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Personal Capability Building Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills, Qualifications and Experience Required

• Grade 12/Matric
• Completed medical / allied health Degree, e.g. Nursing, Occupational Therapy, Physiotherapy
• Minimum 2 years clinical experience
• Experience in the Financial Service Industry is advantageous
• Disability Claims assessment experience in a Group Assurance or Risk environment and GAP product knowledge is highly advantageous
• Well developed interpersonal skills
• Strong verbal and written communication skills
• Excellent attention to detail
• Good presentation skills
• Ability to work under pressure to meet deadlines
• Computer literate and proficient in MS Office programmes e.g. Word, powerpoint & Excel
• Have sound analytical and problem solving abilities
• Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
• Enjoy working in a progressive environment

Skills

Analytical Reasoning, Clinical Practice, Communication, Problem Solving, Professional Presentation, Regulatory Compliance, Written Communication

Competencies

Action Oriented Business Insight Collaborates Communicates Effectively Decision Quality Ensures Accountability Financial Acumen Instills Trust

Education

Bachelor of Commerce (BCom): Nursing (Required), Bachelor of Commerce (BCom): Occupational Therapy (Required), Bachelor of Commerce (BCom): Physical Therapy (Required), Matriculation Certificate (Matric) (Required)

Closing Date

08 January 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.